Ryan Luczynski, AIF, MBA, CFS

Ryan Luczynski is a seasoned financial advisor with over 20 years of experience in the financial services industry, dedicated to helping individuals and business owners pursue long-term financial security and peace of mind. Specializing in comprehensive financial planning, risk management, and strategies that aim to generate tax alpha, Ryan works closely with high-net-worth individuals to optimize their portfolios, protect their assets, and align investments with their life goals. He also partners with business owners to develop, and design tailored retirement plans and sophisticated exit strategies facilitating a smooth transition focused on maximizing value and supporting legacy planning.

Ryan’s career has been marked by consistent excellence in sales, relationship building, and territory growth. Most recently, as Vice President, External Wholesaler at Themes ETF’s (2025), he drove asset growth by wholesaling thematic ETFs to independent broker-dealers and RIAs across New England and New York through consultative, advisor-focused engagement. Prior to that, he spent 12 years as Regional Director at Allspring Global Investments (2013–2025), where he significantly expanded his territory from $125 million to over $600 million in assets, ranking among the top performers nationally for flows, wallet share, and revenue. Earlier roles at Evergreen Investments/WFAM (2007–2012) and Smith Barney further honed his expertise in mutual funds, SMAs, ETFs, alternatives, and client service across wirehouse, IBD, and RIA channels.

An MBA graduate from Plymouth State University (2012) with a BS in Marketing (2004), Ryan holds FINRA Series 7 and 66 licenses, along with the Accredited Investment Fiduciary (AIF) designation. His athletic background includes competing as an NCAA DIII ice hockey player, completing 3 Ironman Lake Placid races, 8 Half Ironmans, 3 Marine Corps Marathons, and the Escape from Alcatraz Triathlon. He remains active as a coach with the Franconia.